.svg)
Book the right meetings faster with one-click scheduling
.svg)
Engage website visitors with automated Journeys and live chat
.svg)
Qualify, route, and schedule prospects directly from your web form
.svg)
Route records in Salesforce based on a Trigger
.svg)
Route and schedule prospects from bizdev to sales to implementation
That’s right — Chili Piper released our very own Chat solution.
“But, why?”, you may be asking yourself.
“How does it work?”, you may also ask yourself.
“How is it different from the 600+ other chat solutions out there?”, you might also ask.
Lucky for you, Liz, the Product Manager for Chat, hosted a live webinar where she dug into all those details (and more).
Watch the recording here:
If you’re like me and prefer reading versus watching, this article digs into the highlights:
A few reasons.
First, Chili Piper has always been about helping marketing turn demand into pipeline.
Our cornerstone product (Concierge) helps marketers double inbound conversion rates by qualifying, routing, and scheduling meeting right from your webform (and more).
Then we saw this number:
The average person spends only 1 minute 37 seconds on your website. (???)
So we added Chat to our website to make sure the important information is front and center throughout your visitors' entire experience on your website.
We heard a lot of feedback from customers who were using other chat tools that these other tools were great at having conversations — but not so good at turning those conversations into meetings.
We wanted to build a chatbot focused on conversions.
Our Chat integrates seamlessly with other Chili Piper products to make sure people can easily book a meeting from within your chatbot.
We do this by collecting info via form rather than a back-and-forth conversation:
And also by serving up meeting types right in the chat if people request a meeting:
We heard from customers that they were managing routing rules, teams, and meeting types across several different tools.
They might have a Drift or Qualified for Chat, a LeanData for CRM Record routing, a Chili Piper for form routing, and a Calendly for scheduling.
In other words, their tech stack might look a bit like this:
So we built Chat as a way to let people consolidating all their routing and scheduling in one place:
If Sally is promoted from SDR to AE, you can add her to the AE team in one tool — and that update is cascaded across Chat, Distro, Concierge, and Handoff.
If you change your routing rules to change your Enterprise routing parameters from 1,000+ employees to 5,000+ employees, you only have to do that once. And it’s cascaded across everywhere.
It starts by building a Journey…
In this example, we’re setting up different rules based on whether some wants to:
We serve them up a form with all the qualifying questions we need (e.g. email, company size, etc.)
Then, we set up all the routing rules in the backend (SMB lead goes to SMB team, MM lead goes to MM team, etc).
Chili Piper matches them to the right team and the prospect is served up a calendar — and can book a meeting right then and there.
We also serve them up a form with qualifying questions and you can route them to your team for live chat.
The way that we do it at Chili Piper, is we check whether any reps are online. If they are, we route to our SDR team for live chat.
If they’re offline, we send a message that says “Sorry, nobody is available right now.” and we prompt them to book a meeting.
We serve up a link to submit a support request via Zendesk.
But we also have customers who set up their Chat configuration so that current customers don’t see the chatbot.
Or, you can also configure Journeys to send requests to your support team if they are added as users into Chili Piper Chat.
The best thing about Chat (in my opinion) is that you can re-use your rules and teams from Chat across your other Chili Piper products.
For example, here’s a rule to route leads if they are based in North America and have a company size of 50-250.
We can then re-use this same exact rule across multiple products.
You can see here that this rule is used across Concierge, Chat, and Handoff.
So if you need to update your Mid-Market parameters from 50-250 employees to 100-300 employees?
You only do that once.
Now the good stuff.
What is on the roadmap for Chat??
Mostly, we’re looking for exciting ways to integrate AI into our Chat.
Other Chat providers are going the AI SDR route — where they let prospects interact with AI to get answers to their questions.
In our talks with customers, we haven’t heard a huge need for this. So we’ve decided to go a few different routes…
Sometimes when you’re building out Journeys, you might get stuck. Which is why we’re planning on integrating AI to help you build out a Journey.
All you’d have to do is write a prompt of what you’d like the Journey to do — and then AI would build it out.
In this example, we write the following prompt:
“Write a compelling welcome message to greet visitors using best practices. Then qualify the visitor using our default criteria and schedule meetings through a round robin with Mid-Market Account Executives.
Then add it to the Salesforce Campaign: Chat with Member Status: Meeting Booked.
Only show this on the pricing page”
Chili AI will then use that information to create a Journey, which you’ll then be able to edit/adjust as makes sense.
We’re adding in AI to give you tips to improve conversions on your Journeys.
In this example, Chili AI gives a few tips for improving conversions — like “Reorder buttons based on selection frequency” or “Ask for email later in the process”.
You can also ask it anything you’d want to pull out relevant insights:
We’ll be adding AI to the Analytics Hub in your workspace.
Chili Command will be able to automatically detect a few insights for how to improve the Chatbot. In this example, it has noticed that you’ve increased meetings booked by 23% over the last 6 weeks.
When you click into the insight, it will give you more information:
It seems there was a LOT of excitement around all of these features, but especially around using Chat to improve conversions 👀
Very cool to see 🧡
We were asked a LOT of questions before and during the webinar. Here are the answers to those questions:
You sure can! You can use this functionality for routing to live chat or routing to booking a meeting.
We usually see customers deal with support questions in one of two ways:
This is useful if you’d like to separate out your support chatbot (like Intercom) from your sales chatbot.
You can see this in action on Chili Piper’s page. We have a path that’s set up for current customers. If you click on it, you’re served a link where you can submit a support ticket.
3.Route support requests directly to your Support team via live chat
You can set up your Support team to handle Support requests directly via Chat! You’d just need to give them Chat licenses and you should be good to go.
This really depends on your company. But we do have customers who are booking 350+ meetings per month via their Chatbot alone 🤯
If you go through the sales cycle, we currently offer a Proof of Concept before you have to commit to purchasing.
The main way we’re different is that Chili Piper’s chat is more about conversions, less about conversations.
As of writing this, Chili Piper is the only platform that consolidates all scheduling and routing across Chat, Form Routing, CRM Recording Routing, and Team Scheduling.
The more Chili Piper products you add, the more benefit you see from the platform.
For the most up-to-date information on how we’re different from Qualified/Drift, check out our comparison pages:
We also wrote an article about how to choose the right chatbot, which might be helpful. 🧡
It takes about 2-3 weeks to implement Chili Piper Chat! This is much better than the industry standard, which is an average of 4-5 months 🤯
The great thing about Chili Piper is that our pricing is fully transparent on our pricing page. You can scroll down to the pricing calculator to figure out an exact quote for you!
As of writing this, Chat is $30/u/m with a $1000/mo platform fee. You only need to pay a user fee for people who are routed live chats. Team members who are booked meetings through your chat (e.g. your Account Executive team) don’t need a Chat license.
As you add on other Chili Piper products, the per-user-per-product price goes down. If you buy our entire platform, it’s just $18 per user per month per product with at $1000/mo platform fee.
This blog may become out of date, so check our pricing page for the most up-to-date pricing information 😀
Yes! You can set up automated Journeys that serve up a webpage, blog post, or other marketing material.
Yes! You can set attributes as hidden fields in Journeys. We also automatically capture UTMs if present for visitors.
We have 1 cookie to track if visitors or new or returning, but they are anonymous unless they provide their email (this is true at writing, in November 2024).
If you’re ready to add Chat to your site or have specific questions we haven’t answered about your use case, book a demo here to get started.
That’s right — Chili Piper released our very own Chat solution.
“But, why?”, you may be asking yourself.
“How does it work?”, you may also ask yourself.
“How is it different from the 600+ other chat solutions out there?”, you might also ask.
Lucky for you, Liz, the Product Manager for Chat, hosted a live webinar where she dug into all those details (and more).
Watch the recording here:
If you’re like me and prefer reading versus watching, this article digs into the highlights:
A few reasons.
First, Chili Piper has always been about helping marketing turn demand into pipeline.
Our cornerstone product (Concierge) helps marketers double inbound conversion rates by qualifying, routing, and scheduling meeting right from your webform (and more).
Then we saw this number:
The average person spends only 1 minute 37 seconds on your website. (???)
So we added Chat to our website to make sure the important information is front and center throughout your visitors' entire experience on your website.
We heard a lot of feedback from customers who were using other chat tools that these other tools were great at having conversations — but not so good at turning those conversations into meetings.
We wanted to build a chatbot focused on conversions.
Our Chat integrates seamlessly with other Chili Piper products to make sure people can easily book a meeting from within your chatbot.
We do this by collecting info via form rather than a back-and-forth conversation:
And also by serving up meeting types right in the chat if people request a meeting:
We heard from customers that they were managing routing rules, teams, and meeting types across several different tools.
They might have a Drift or Qualified for Chat, a LeanData for CRM Record routing, a Chili Piper for form routing, and a Calendly for scheduling.
In other words, their tech stack might look a bit like this:
So we built Chat as a way to let people consolidating all their routing and scheduling in one place:
If Sally is promoted from SDR to AE, you can add her to the AE team in one tool — and that update is cascaded across Chat, Distro, Concierge, and Handoff.
If you change your routing rules to change your Enterprise routing parameters from 1,000+ employees to 5,000+ employees, you only have to do that once. And it’s cascaded across everywhere.
It starts by building a Journey…
In this example, we’re setting up different rules based on whether some wants to:
We serve them up a form with all the qualifying questions we need (e.g. email, company size, etc.)
Then, we set up all the routing rules in the backend (SMB lead goes to SMB team, MM lead goes to MM team, etc).
Chili Piper matches them to the right team and the prospect is served up a calendar — and can book a meeting right then and there.
We also serve them up a form with qualifying questions and you can route them to your team for live chat.
The way that we do it at Chili Piper, is we check whether any reps are online. If they are, we route to our SDR team for live chat.
If they’re offline, we send a message that says “Sorry, nobody is available right now.” and we prompt them to book a meeting.
We serve up a link to submit a support request via Zendesk.
But we also have customers who set up their Chat configuration so that current customers don’t see the chatbot.
Or, you can also configure Journeys to send requests to your support team if they are added as users into Chili Piper Chat.
The best thing about Chat (in my opinion) is that you can re-use your rules and teams from Chat across your other Chili Piper products.
For example, here’s a rule to route leads if they are based in North America and have a company size of 50-250.
We can then re-use this same exact rule across multiple products.
You can see here that this rule is used across Concierge, Chat, and Handoff.
So if you need to update your Mid-Market parameters from 50-250 employees to 100-300 employees?
You only do that once.
Now the good stuff.
What is on the roadmap for Chat??
Mostly, we’re looking for exciting ways to integrate AI into our Chat.
Other Chat providers are going the AI SDR route — where they let prospects interact with AI to get answers to their questions.
In our talks with customers, we haven’t heard a huge need for this. So we’ve decided to go a few different routes…
Sometimes when you’re building out Journeys, you might get stuck. Which is why we’re planning on integrating AI to help you build out a Journey.
All you’d have to do is write a prompt of what you’d like the Journey to do — and then AI would build it out.
In this example, we write the following prompt:
“Write a compelling welcome message to greet visitors using best practices. Then qualify the visitor using our default criteria and schedule meetings through a round robin with Mid-Market Account Executives.
Then add it to the Salesforce Campaign: Chat with Member Status: Meeting Booked.
Only show this on the pricing page”
Chili AI will then use that information to create a Journey, which you’ll then be able to edit/adjust as makes sense.
We’re adding in AI to give you tips to improve conversions on your Journeys.
In this example, Chili AI gives a few tips for improving conversions — like “Reorder buttons based on selection frequency” or “Ask for email later in the process”.
You can also ask it anything you’d want to pull out relevant insights:
We’ll be adding AI to the Analytics Hub in your workspace.
Chili Command will be able to automatically detect a few insights for how to improve the Chatbot. In this example, it has noticed that you’ve increased meetings booked by 23% over the last 6 weeks.
When you click into the insight, it will give you more information:
It seems there was a LOT of excitement around all of these features, but especially around using Chat to improve conversions 👀
Very cool to see 🧡
We were asked a LOT of questions before and during the webinar. Here are the answers to those questions:
You sure can! You can use this functionality for routing to live chat or routing to booking a meeting.
We usually see customers deal with support questions in one of two ways:
This is useful if you’d like to separate out your support chatbot (like Intercom) from your sales chatbot.
You can see this in action on Chili Piper’s page. We have a path that’s set up for current customers. If you click on it, you’re served a link where you can submit a support ticket.
3.Route support requests directly to your Support team via live chat
You can set up your Support team to handle Support requests directly via Chat! You’d just need to give them Chat licenses and you should be good to go.
This really depends on your company. But we do have customers who are booking 350+ meetings per month via their Chatbot alone 🤯
If you go through the sales cycle, we currently offer a Proof of Concept before you have to commit to purchasing.
The main way we’re different is that Chili Piper’s chat is more about conversions, less about conversations.
As of writing this, Chili Piper is the only platform that consolidates all scheduling and routing across Chat, Form Routing, CRM Recording Routing, and Team Scheduling.
The more Chili Piper products you add, the more benefit you see from the platform.
For the most up-to-date information on how we’re different from Qualified/Drift, check out our comparison pages:
We also wrote an article about how to choose the right chatbot, which might be helpful. 🧡
It takes about 2-3 weeks to implement Chili Piper Chat! This is much better than the industry standard, which is an average of 4-5 months 🤯
The great thing about Chili Piper is that our pricing is fully transparent on our pricing page. You can scroll down to the pricing calculator to figure out an exact quote for you!
As of writing this, Chat is $30/u/m with a $1000/mo platform fee. You only need to pay a user fee for people who are routed live chats. Team members who are booked meetings through your chat (e.g. your Account Executive team) don’t need a Chat license.
As you add on other Chili Piper products, the per-user-per-product price goes down. If you buy our entire platform, it’s just $18 per user per month per product with at $1000/mo platform fee.
This blog may become out of date, so check our pricing page for the most up-to-date pricing information 😀
Yes! You can set up automated Journeys that serve up a webpage, blog post, or other marketing material.
Yes! You can set attributes as hidden fields in Journeys. We also automatically capture UTMs if present for visitors.
We have 1 cookie to track if visitors or new or returning, but they are anonymous unless they provide their email (this is true at writing, in November 2024).
If you’re ready to add Chat to your site or have specific questions we haven’t answered about your use case, book a demo here to get started.
Madeleine Work is Product Marketing Manager at Chili Piper. She loves bringing people together, learning new things, and making hilarious jokes. When she's not typing away at her laptop, you'll probably find her running, hiking, or hanging out with her baby. Follow Madeleine for laughs and product marketing tips on LinkedIn.
.svg)
.png)
